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Re: [achievo] custid on time registration screen



Hello,

Craig Shook wrote:

As many of our projects span various departments and the same phase may be implemented by more than one department, it would be helpful to have the customer id in each time entry. This will allow us to closer manage activity by customer across projects.

Do you need to see the customer only in the reports, or also when registering time? I prefer to do it only in the reports, because selecting the customer id in time registration would be redundant; customer is already linked to the project you select for time entry.


If I understand you correctly, you're saying that you have the same phase for different customers. Even though the name of the phase me be the same, you actually have different phases per project and thus per customer. Perhaps you should have a look at the 'project templates' feature. Here you can define 'standard phases', and when you are going to do some work for a new customer, you can create a new project based on the template.

Greetings,
Ivo

--
Ivo Jansch <ivo dot 
ibuildings.nl BV - information technology
http://www.ibuildings.nl



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